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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,621 | $74,535-16.0% | $100,712-37.8% | $82,637-24.2% |
| Participation rate | 34.6% | 61.2%-26.6pp | 69.3%-34.7pp | 68.1%-33.4pp |
| Annual return | 10.96% | 18.92%-8.0pp | 33.27%-22.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $780 | $1,503-48.1% | $2,313-66.3% | $2,552-69.4% |
| Participant deferral / active EE | $2,883 | $3,074-6.2% | $4,085-29.4% | $4,126-30.1% |
| Admin fee / account holder | $14,104 | $6,576+114.5% | $9,256+52.4% | $7,339+92.2% |